SEARCH

Student Finance Planner Resume Example

Resume Score: 90%

Love this resume?Build Your Own Now
STUDENT FINANCE PLANNER
Summary

Financial Services professional looking to obtain a secure and challenging position, with the opportunity for growth and advancement.



Highlights
  • Strength in Customer Relations/Service
  • Highly Effective Communicator
  • Variety of Software/ System Skills
  • Strength in Problem Solving
  • Over 11 Yrs experience in Finance
  • 4 Yrs in Educational Financing/Financial Aid
Experience
09/2011 to 12/2014
Student Finance PlannerCompany Name － City, State
  • Conduct preliminary financing interview with new students.
  • Provide students with accurate information regarding application process, loan counseling and their eligibility for State/Federal financial assistance, alternative financing, contracts and/or institutional payment plans.
  • Inform students of their financial obligation, the institution's financial aid options, and financial policies and procedures as related to their educational expenses.
  • Determine Title IV eligibility through Financial Aid software system for students requesting Financial Aid.
  • Review financial applications and disclosure statements for completeness and accuracy.
  • Track and maintain file completion throughout the enrollment process for all students interested in applying for Financial Aid, and tracking of missing documents to allow for timely follow up and completion in accordance with Company policies and procedures.
09/2010 to 08/2011
Student Finance AdvisorCompany Name － City, State
  • Responsible for conducting student financial interviews to identify and explain tuition payment options, policies and requirements for the selection of an appropriate tuition payment plan.
  • Maintained student financial aid accounts by calculating cost of attendance, processed refunds, apply funds and updated student accounts.
  • Answered student questions regarding their account via telephone and email correspondence.
  • Researched and resolved escalated issues, provided problem resolving/resolutions to student inquiries and concerns with their accounts.
  • Received and verified financial documents for completeness and accuracy as established by extensive internal and federal regulations.
  • Established and maintained student rapport by building relationships with them from the beginning of their program of study to graduation.
  • In addition, maintained their financial profiles with the University by tracking account activities throughout the financial process.
01/2007 to 08/2010
Teleservices Consultant Escalation Manager/ LeadCompany Name － City, State
  • Help assigned staff, as well as credit union members' with escalated issues; providing problem solving/ resolutions to members' accounts.
  • Answer, process questions, and complete transactions on member accounts via telephone.
  • Take loan applications and provide decisions on loan approvals.
  • Working knowledge of many network computer systems, as well as maintain a high degree of knowledge of credit union products and services to offer/ educate credit union members.
  • Promote an environment of teamwork with the department and organization as a whole.
05/2005 to 12/2006
Member Assistance RepresentativeCompany Name － City, State
  • Responsible for answering inbound calls for members regarding their accounts.
  • Assist with processing transfers, payments, loan advances, and quote loan payoffs.
  • Research accounts to assist members in corrections/explanations of transactions on their accounts.
  • Cross-sell products such as Money Markets accounts, upgrade checking accounts, Certificates of Deposits, IRA accounts.
10/2004 to 05/2005
Administrative AssistantCompany Name － City, State
  • Responsible for answering inbound calls for Escrow Title Company.
  • Handle all filing.
  • Open and cancel Escrow files.
  • Prepared documents and files.
  • Place outbound calls to schedule courier pickups.
01/2004 to 10/2004
Fraud Detection AnalystCompany Name － City, State
  • Created friendly and professional relationships to ensure satisfied customers and return business.
  • Closed accounts with fraudulent activity and opened new accounts.
  • Worked with merchants and law enforcement to investigate fraudulent activity.
04/2000 to 11/2003
Customer Service Representative/ Research AnalystCompany Name － City, State
  • Communicated with merchants to resolve billing disputes/errors.
  • Communicated effectively to resolve customer issues.
  • Data Research.
  • Handle inbound/outbound calls.
Education
2000
Certified Dental AssistantPima Medical Institute － City, State
1996
Associates DegreeMesa Community College － City, State
1992
High School DiplomaRed Mountain High School － City, State
Skills

Customer/student relations/customer service, financing, telephone, computers

Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

School Attended

  • Pima Medical Institute
  • Mesa Community College
  • Red Mountain High School

Job Titles Held:

  • Student Finance Planner
  • Student Finance Advisor
  • Teleservices Consultant Escalation Manager/ Lead
  • Member Assistance Representative
  • Administrative Assistant
  • Fraud Detection Analyst
  • Customer Service Representative/ Research Analyst

Degrees

  • Certified Dental Assistant
    Associates Degree
    High School Diploma

Similar Resumes

View All
Senior-Student-Finance-Specialist-resume-sample

Senior Student Finance Specialist

Bartlett, Illinois